QVM Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 142534
- Website
- www.qvmgroup.com
- Fee structure
- Fixed Fees
- Client types
- HNWI95.33%
- Individuals4.67%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
QVM Group LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. With a focus on fixed fees, QVM Group LLC does not engage in active ESG investing and is not classified as a multi-state adviser. The firm is also recognized as a capital allocator, indicating its involvement in directing investments to various asset managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Cash & Cash Equivalents17%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Derivatives1%
Contacts
1 of 1
Richard Shaw
Investment Advisor & PrincipalCRD 840393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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